top of page

Unique and Specialized Investment Strategy

Capital Z’s sole focus on financial services companies allows us to bring an uncommon and experienced perspective to firms facing complex challenges or growth opportunities.


The Capital Z team is one of the most experienced and longest tenured private equity investors in the financial services industry. Since 1990, Capital Z and its predecessors have invested in excess of $3 billion in over 40 transactions.

During this time, Capital Z has developed a reputation for executing creative and innovative transactions, and for partnering with high-quality management teams. As a result, Capital Z has produced a successful long-term track record investing across the full spectrum of the financial services industry, including insurance, reinsurance, life and health insurance, banking, specialty finance, asset management and related services businesses.

Capital Z was a pioneer in the financial services private equity industry, executing the first ever leveraged buyout in the sector - the acquisition of National Re in 1990.

Since then, its creativity and industry knowledge of the industry have allowed the Capital Z team to complete many other first-of-a-kind transactions, including:

  • First provision of corporate capital to Lloyds

  • First insurance industry sponsored spin-off

  • First sponsored demutualization of UK-based insurer

  • First simultaneous startup and IPO on the NASDAQ

  • First simultaneous startup and IPO of a financial services company on the AIM exchange

bottom of page